MTW IT Service Desk

Step

Tips/notes

Note – You are able to add your most frequently used documents to access all in one place, for easy use.  For more details, please refer to the Quick Reference Guide on ‘Set Favourite Documents and Default Display’.

1

From the Tracking Boards tab, select the correct ‘Ward’ and ‘View’ from the dropdown boxes

2

Select the patient you require and check the details in the patient banner

3

Click on the ‘Enter Document’ icon from the main toolbar.     This is how to start a new document.

4

With the Document Entry screen displayed, use the ‘Start of Browse’ list and select ‘Inpatients-Paediatrics’ to display all the Paediatric Inpatient Documents on the right-hand side

5

Or you can alternatively use the search box by typing in ‘Paed’

6

From the list, select the document you require, for this example select the ‘Paediatric IP Clinical Specialities Review’ and click on the ‘Open’ button

7

With the new document displayed in a separate window, select the Paediatric Clinical Speciality from the options displayed at the top of the document

8

Note – that on the Paediatric IP Clinical Specialities Review document, some information may carry across from other inpatient documents that have been completed for this patient, for example the Nursing Admission, Clerking Document or the Doctor Ward Round and Progress Notes.  The information will be displayed in the fields in the top half of the document.

9

Before completing the ‘Speciality Review’ section on this document, you have the option to preview other documents at the same time.

Minimise the ‘Paediatric IP Clinical Specialities Review’ window, in the top right hand corner of the screen

10

From the Ward Tracking Board, with the patient still in context, click on the ‘Document’s tab

11

Select the document you wish to view from the list

12

Click on the ‘Preview’ icon from the tab toolbar and select ‘Right side’ from the menu options

The document will appear within the ‘Documents’ tab on the right hand side of the screen, for you to look through and review the information.

13

Hover over the ‘Sunrise’ icon on the task bar at the bottom of your screen and select the window that has the ‘Paediatric IP Clinical Specialities Review’ document

14

Note - The document will appear in a smaller window, adjust the size and move it into position if needed.

15

You can now insert details into the new document whilst being able to preview the other document at the same time.

16

Note – you can also Copy and Paste from the previewed document into the new open document

17

Scroll down to the Observations section and click on the ‘Refresh’ button if available, to display the most recent set of clinical observations and the PEWS score

18

Note – Be sure to click the ‘Refresh’ button even if the field has already been populated, to ensure you are viewing the most up-to-date data.

19

Complete the fields in the ‘Speciality Review’ section as required

20

A body map may be selected, which you can annotate as necessary

21

Ensure the ‘Outcome of Referral’ at the end of the document, is recorded

22

Once you have finished inserting all the details needed, click on the ‘Save’ button in the bottom right hand corner

23

Note - within the documents tab, if required, you can preview or modify the ‘Paediatric IP Clinical Specialities Review’ document.

24

If you wish to preview the document, select the document from the list and it will display on the right hand side of the screen, scroll through and review

25

If you wish to modify the document, select the document from the list and click on the ‘Modify’ icon from the tab toolbar

26

Note – with the preview section now open on the documents tab, this is set as default.  Every time you log into the system and open the documents tab, the preview section will be available, until it is taken off

27

To close the preview section on the documents tab, select the ‘Preview’ icon from the tab toolbar and select ‘Close’ from the menu options

The preview section will disappear.